AMD Announcing Fab Spin-Off Tomorrow

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10-07-2008, 03:59 PM
Shintai

Quote:

Originally Posted by v_rr

Nice information. Those 80% should rise to 100% when 45nm go mass production in 2009?

Why would it rise? The 45nm K10 is smaller than the 65nm.

So either they have a massive defect rate?
Massive market share increase out of the blue?

Or....

Quote:

Astrological Powers "the return".
Serious you have to open a store. You could win a lot of money on those powers. It´s amazing awsome dude

:rofl:

For you tho, dont bet on your powers... :ROTF:
10-07-2008, 04:02 PM
v_rr

Quote:

Originally Posted by Shintai

So V_rr...I knew what you claimed to be impossible to know. But yes, FAB36 is only 80% used as metro.cl showed.

The funny of the thing is that you didn´t came up with the numer but other user. And that number only came up today. Also you didn´t specify the % because you also didn´t know the number.
The fact here is that I put almost all info with a link attached and you spread BS and garbage with Astrological powers.

And 80% in this stage when 45nm are starting to come up it´s very plausible that they reach full capacity in very short time when 45nm K10 enter mass production. But AMD will give full details on this.

Quote:

Originally Posted by Shintai

And you seem to be sure AMD can build and tool a fab in 1-2 years with manpower and everything. Try 3-4 if not abit longer. And then we talk 2012-2013 where the competition have had 22nm for 0-1 years.

Yes it can be in 1-2 years because AMD is prepared the deal in Luther Forest back in 2006. This is not nothing that come up only today.
By the pictures the NY Fab looks huge. It should be constructed/tooled gradually and upgraded through the time. 3-4 years is the number for the full Fab running. But in the mean time the Fab will be gradually producing chips.

It´s also possible this cenario:
- Fab38 is tooled in 45nm and is the main 45nm Fab
- Fab36 sell 65nm equipment and tool 32nm equipment

Quote:

Originally Posted by Shintai

Why would it rise? The 45nm K10 is smaller than the 65nm.

So either they have a massive defect rate?
Massive market share increase out of the blue?

Or....

45nm can bring AMD sales up because is a much better CPU -> sell more chips -> produce more chips -> Fab going to work on 80%-100%.

And I asked if it´s possible. It´s a question, not a statement. And I said also that is better wait for the new info about that.
On the other side you came with prety shure on about everything and spreading garbage on the tread again.
Go trolling to other side ;)
10-07-2008, 04:12 PM
Shintai

Quote:

Originally Posted by v_rr

The funny of the thing is that you didn´t came up with the numer but other user. And that number only came up today. Also you didn´t specify the % because you also didn´t know the number.
The fact here is that I put almost all info with a link attached and you spread BS and garbage with Astrological powers.

And 80% in this stage when 45nm are starting to come up it´s very plausible that they reach full capacity in very short time when 45nm K10 enter mass production. But AMD will give full details on this.

Wow..talking about BS and garbage. From a person claiming exactly to know what other people know and think.

It came up today, i posted today, we all posted today. And your argument is..another poster posted it after me. Therefore I didnt know.. :ROTF:

Quote:

Originally Posted by v_rr

Yes it can be in 1-2 years because AMD is prepared the deal in Luther Forest back in 2006. This is not nothing that come up only today.

It´s also possible this cenario:
- Fab38 is tooled in 45nm and is the main 45nm Fab
- Fab36 sell 65nm equipment and tool 32nm equipment

They could have prepared it for a billion years. But it wont be build faster than it is possible. Nor tooled, people educated, trained and such any faster before entering production. Its not exactly a 4 walled barn they are gonna build.

And now FAB36 will be 32nm....
10-07-2008, 04:22 PM
v_rr

Quote:

Originally Posted by Shintai

And now FAB36 will be 32nm....

Do you know read English?
"possible this scenario"-> I state it has a possible scenario, not absolute truth.
The facts that I put have Link to them. Otherwise I make a Question or a Possible scenario.

You state all your facts as absolute truth without any link proving it. You say AMD will be 2 nodes away off Intel as fact without supporting facts/link/info.
As I said before go troll to other place. Is just ridiculous argue with you because in AMD treads the only thing that you make is trolling -> Fact.
HD 4850 is same performance as HD 3870. You said this after HD 4800 reviews came up. So it just proves the trolling you do in AMD treads.
10-07-2008, 04:26 PM
perkam

Curiouser and Curiouser....

Wonder how this affects Fusion.

<-- Looking forward to Fusion laptops that won't require squealing cpu fans.

Perkam
10-07-2008, 04:56 PM
Helmore

Quote:

Originally Posted by v_rr

The funny of the thing is that you didn´t came up with the numer but other user. And that number only came up today. Also you didn´t specify the % because you also didn´t know the number.
The fact here is that I put almost all info with a link attached and you spread BS and garbage with Astrological powers.

And 80% in this stage when 45nm are starting to come up it´s very plausible that they reach full capacity in very short time when 45nm K10 enter mass production. But AMD will give full details on this.

Yes it can be in 1-2 years because AMD is prepared the deal in Luther Forest back in 2006. This is not nothing that come up only today.
By the pictures the NY Fab looks huge. It should be constructed/tooled gradually and upgraded through the time. 3-4 years is the number for the full Fab running. But in the mean time the Fab will be gradually producing chips.

It´s also possible this cenario:
- Fab38 is tooled in 45nm and is the main 45nm Fab
- Fab36 sell 65nm equipment and tool 32nm equipment

45nm can bring AMD sales up because is a much better CPU -> sell more chips -> produce more chips -> Fab going to work on 80%-100%.

And I asked if it´s possible. It´s a question, not a statement. And I said also that is better wait for the new info about that.
On the other side you came with prety shure on about everything and spreading garbage on the tread again.
Go trolling to other side ;)

32 nm. bulk will initially be produced over at Dresden, as the NY fab will simply not be done in time to do otherwise. A fab can run multiple process lines side by side you know, how else did AMD do 90 nm. and 65 nm. side by side, the same will be done in the future when there will simply be a 32 nm. bulk process running next to the SOI process. The NY fab will probably be outfitted with a 22 nm. line initially (probably both bulk and SOI) as it will be that far into the future anyway. That's what all the info indicates at this point in time, even the info you just gave.
10-07-2008, 05:08 PM
Macadamia

You think they'd be snatching TSMC leftovers, but now I think that they're in for serious business.

32nm Bulk + HKMG. If nVidia doesn't want to be left out, guess what. :ROTF:

TSMC will have quite less business because they'll slow down just because of the lack of technological collaborations.
10-07-2008, 05:12 PM
Zytek_Fan

Well, it looks like the investors like the idea, AMD leads the semiconductor sector today...
10-07-2008, 11:12 PM
railer

Anyone with half a brain could understand what it means for us enthusiast in the near future. AMD will be a mainstream company for now. Forget about performance. Cpu's like FX-51 is a thing of the past, a cpu company without it's own fabs? eh makes me sad..........

On the other note I'm glad they avoided bankruptcy and stayed afloat. Without competition Cpu market would stagnate.
10-08-2008, 12:39 AM
Shintai

Quote:

Originally Posted by Macadamia

You think they'd be snatching TSMC leftovers, but now I think that they're in for serious business.

32nm Bulk + HKMG. If nVidia doesn't want to be left out, guess what. :ROTF:

TSMC will have quite less business because they'll slow down just because of the lack of technological collaborations.

Uhmm...TSMC is number 2 in the process advancement game after Intel. Far beyond AMD/IBM/Samsung.

The new foundrys main competition will be its former Chartered partners and such. The small fish in the pond.
10-08-2008, 01:29 AM
Nedjo

Quote:

Originally Posted by Shintai

Uhmm...TSMC is number 2 in the process advancement game after Intel. Far beyond AMD/IBM/Samsung.

I don't understand my self when I got over and over again surprised with your biased statements against AMD!

Lets stick to the facts: right now only Intel and AMD have production 45nm process and they're using it on the most complex chips!

Yeah TSMC is aggressive but still lags behind Intel and AMD in terms of process advancement. The gap will widen with future 'cos IBM and their alliance partners will have 32nm node before TSMC.

Quote:

The new foundrys main competition will be its former Chartered partners and such. The small fish in the pond.

pfff Chartered can't come close to temporally named "Foundry Co." output!
10-08-2008, 02:03 AM
Bellisimo

Quote:

Originally Posted by Shintai

Uhmm...TSMC is number 2 in the process advancement game after Intel. Far beyond AMD/IBM/Samsung.

i should search some posts of you stating the TSMC process is a crappy generic thing and even AMD's process was better :rolleyes:

Quote:

Originally Posted by Shintai

Heh, the shader part is basicly like P4 ALUs. And it would quickly be 600Mhz vs 3.2ghz. Or if you lower it abit, a 2billion trasistor IA64 at 95W at 1.6-2Ghz vs 750million G92 at 500Mhz at about 110W. All at 65nm.

TSMCs process tech is compared to AMD/Intel is garbage. But its cheap and extremely high volume. TSMC is basicly making cheap Lada/Skodas while AMD/Intel is making expensive lamboginis and ferraries. Why do you think GPUs are so cheap aswell? To compare, TSMC even still uses low-K in their 45nm because high K and metal gates are too advanced. Why do you think GPUs easily die (even by themselves) but CPUs hardly if even do?

Hell even TSMC writes a 40% speed increase compared to 65nm for generel purpose process. While Intels is 51% and AMDs will also be somewhere near that. Not even to talk about leakage that is TSMC major issue. TSMC also got a 30nm gatelength and Intel 35nm. Simply to help cut cost, not to boost performance. The oxide thinkness for TSMC is 1.25nm and 1nm for Intel. The 2 processes are worlds apart. And AMDs will look alot more like Intels than TSMC.

This also helps to illustrate the differences:

Note: TSMC is NOT making 32nm low power chips. But they released information about what they will do.
10-08-2008, 02:10 AM
Shintai

Quote:

Originally Posted by Nedjo

I don't understand my self when I got over and over again surprised with your biased statements against AMD!

Lets stick to the facts: right now only Intel and AMD have production 45nm process and they're using it on the most complex chips!

Yeah TSMC is aggressive but still lags behind Intel and AMD in terms of process advancement. The gap will widen with future 'cos IBM and their alliance partners will have 32nm node before TSMC.

pfff Chartered can't come close to temporally named "Foundry Co." output!

Uhm...TSMC made retail 45/40nm before AMD. Hell, AMD havent even shipped 1 yet. Hardly any bias. Its a fact.

Quote:

Originally Posted by Bellisimo

i should search some posts of you stating the TSMC process is a crappy generic thing and even AMD's process was better :rolleyes:

Its better for the speed purpose that CPUs and GPUs need. However foundry business is all about cost. And thats where AMDs new headache is.
10-08-2008, 02:10 AM
DoubleZero

Quote:

Originally Posted by Shintai

Uhmm...TSMC is number 2 in the process advancement game after Intel. Far beyond AMD/IBM/Samsung.

Yes sir:
http://www.tomshardware.com/news/amd...ntel,6175.html
10-08-2008, 02:11 AM
Macadamia

Quote:

Originally Posted by Shintai

Uhmm...TSMC is number 2 in the process advancement game after Intel. Far beyond AMD/IBM/Samsung.

The new foundrys main competition will be its former Chartered partners and such. The small fish in the pond.

Which is the reason why AMD's 45 is now Volume, while TSMC's 40 (essentially killed off 45) needs next Q2 to do that? :rolleyes:
10-08-2008, 02:17 AM
Nedjo

Quote:

Originally Posted by Shintai

Uhm...TSMC made retail 45/40nm before AMD.

Please name any product out there who's is made on this process?

Quote:

Hell, AMD haven't even shipped 1 yet. Hardly any bias. Its a fact.

pfff Shanghais are shipping as we argue here to every single Tier 1 server maker out there...

Quote:

Its better for the speed purpose that CPUs and GPUs need. However foundry business is all about cost. And thats where AMDs new headache is.

And you think that cost isn't TSMC's headache?
10-08-2008, 02:19 AM
Shintai

Quote:

Originally Posted by Macadamia

Which is the reason why AMD's 45 is now Volume, while TSMC's 40 (essentially killed off 45) needs next Q2 to do that? :rolleyes:

One word, price.

Quote:

Originally Posted by DoubleZero

Yes sir:
http://www.tomshardware.com/news/amd...ntel,6175.html

Ye sure..and we also got 250Ghz CPUs? I mean..OMGZ..its IBM!! :rofl:
10-08-2008, 05:55 AM
Cooper

Reopened. Please keep it on mature level
10-08-2008, 05:59 AM
Macadamia

Quote:

Originally Posted by Shintai

One word, price.

I thought we were talking about advancement.

If TSMC's 40 is ready, ATI would have jumped to it. Yet RV740 is not taped out yet. Shanghai taped out eons ago (pre-TLB).

Simple as that.
10-08-2008, 06:17 AM
v_rr

I think that AMD has already announced that 45nm K10 are already producing and are in validation in many OEM that want to use Shangai CPU.
AMD looks at least 6 months ahead TSMC.
10-08-2008, 12:21 PM
Shintai

Quote:

Originally Posted by Shaggy

I bought 1000 shares of their stock at $4.15 yesterday. God I'm good.

Quote:

AMD 4.05 -0.54 (-11.76%) 2.46B

:eek:

Quote:

Originally Posted by Nedjo

Please name any product out there who's is made on this process?

Altera and Qualcomm :yepp:
10-08-2008, 01:19 PM
Eson

Altera are not yet shipping any 40nm FPGAs.

Quote:

Samples will ship in the fourth quarter of 2008, with volume production shipment from May 2009.

http://techon.nikkeibp.co.jp/article...24/158406/?P=3
10-08-2008, 01:44 PM
nemrod

Quote:

Originally Posted by Zytek_Fan

Well, it looks like the investors like the idea, AMD leads the semiconductor sector today...

And we all know that investissors are clever people...

... a yes perhaps, take risk and take cash, and if no luck ask everybody to pay 700 b$

:shakes:
10-08-2008, 01:53 PM
T_Flight

Quote:

Originally Posted by nemrod

... a yes perhaps, take risk and take cash, and if no luck ask everybody to pay 700 b$

:shakes:

That's why I'm glad I have won all I need to win from the market and got out while the gettin' was good.

What some may not be aware of is the market is now artificially inflated. In time, there will be a bigger crash than ever. The Gov't and the taxpayers and not gonna keep bailing out the water. The ship is sinking. It is only a matter of time.

For those not digging in for the Inevitable Depression I feel for 'ya. I'm taking the high ground in a concrete bunker for this one. The war is about to start.
10-08-2008, 01:57 PM
del_fuego

Just seen this thread, seems like a good move from AMD. Abu Dhabi eh, the same guys that just bought Manchester City Football Club and are gonna take the Premier League by storm? Those boys sure do have some cash to burn, oil really does make the world go round. Maybe Gazprom will swoop in for Nvidia? I guess all Intel have to do now is invent a new, cheaper, eco-friendly fuel and AMD will be back in trouble!

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